Altavista Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Altavista Wealth Management’s Portfolio REET Stock Details REET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$1.35M	Sell	44,242 -700	-2%	-$20.5K	0.27%	67
2021 Q3	$1.23M	Sell	44,942 -5,354	-11%	-$154K	0.27%	67
2021 Q2	$1.39M	Sell	50,296 -5,405	-10%	-$148K	0.3%	63
2021 Q1	$1.42M	Buy	55,701 +662	+1%	+$16.3K	0.35%	60
2020 Q4	$1.32M	Sell	55,039 -35,635	-39%	-$803K	0.33%	58
2020 Q3	$1.91M	Sell	90,674 -15,593	-15%	-$333K	0.52%	43
2020 Q2	$2.22M	Buy	106,267 +22,805	+27%	+$461K	0.64%	39
2020 Q1	$1.6M	Buy	83,462 +31,259	+60%	+$797K	0.55%	44
2019 Q4	$1.44M	Buy	52,203 +858	+2%	+$24.1K	0.43%	52
2019 Q3	$1.44M	Buy	51,345 +1,382	+3%	+$37.8K	0.45%	54
2019 Q2	$1.33M	Buy	49,963 +2,788	+6%	+$74.5K	0.43%	55
2019 Q1	$1.26M	Buy	+47,175	New	+$1.21M	0.45%	56

Other funds holding REET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Altavista Wealth Management's REET Position: Q4 2021 in Review

Altavista Wealth Management reduced its iShares Global REIT ETF (REET) stake by 1.6% in Q4 2021, selling an estimated $20.5K and leaving 44,242 shares worth $1.35M. The position accounts for 0.27% of the portfolio, ranked #67.

Altavista Wealth Management first reported a position in REET in Q1 2019 and has held it in 12 quarters since. The position peaked at $2.22M in Q2 2020. 259 funds tracked by Wall St. Rank hold REET as of Q4 2021.

Altavista Wealth Management held 44,242 shares of iShares Global REIT ETF worth $1.35M as of Q4 2021.
Altavista Wealth Management sold 700 iShares Global REIT ETF shares in Q4 2021, an estimated $20.5K.
iShares Global REIT ETF made up 0.27% of Altavista Wealth Management's portfolio in Q4 2021, its #67 holding.
Altavista Wealth Management first reported a position in iShares Global REIT ETF in Q1 2019 and has held it in 12 quarters since.
Altavista Wealth Management's iShares Global REIT ETF position peaked at $2.22M in Q2 2020.
259 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.